VISTA INVESTMENT PARTNERS LLC

All 13F Filings

Location
Oklahoma City, OK
Most recent 13F
Q2 2026
Holdings value ($000)
397,358
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/9/2026 172 397,358 13F-HR VISTA INVESTMENT PARTNERS LLC
Q1 2026 4/9/2026 169 378,088 13F-HR VISTA INVESTMENT PARTNERS LLC
Q4 2025 1/16/2026 165 382,588 13F-HR VISTA INVESTMENT PARTNERS LLC
Q3 2025 10/16/2025 155 358,255 13F-HR VISTA INVESTMENT PARTNERS LLC
Q2 2025 7/10/2025 155 346,809 13F-HR VISTA INVESTMENT PARTNERS LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 1.276 K (0.3% of total reported value) · QoQ Δ: +975
Type Value ($000) Share % Inflow Outflow Net
Stocks 336.2 K 84.9% 8.018 K 0 8.018 K
ETFs 59.84 K 15.1% 10.28 K 0 10.28 K
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Fund Snapshot

Q2 2026
Latest filed
7/9/2026
Total value ($000)
397,358
Holdings
172
QoQ value change ($000)
19,270 (5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.